OCM Wealth Management Limited is a Fee Based National Independent Financial Advisory (IFA) practice. We offer both Certified and Chartered Financial Planners and specialise in providing advice in the following areas:-

1. Taxation & Trusts

2. Investment Planning

3. Pensions & Divorce

4. Retirement Strategies

5. Care Fees Planning

6. Estate Planning

7. Holistic Wealth Management - Covers all of the above as well as any financial underpinning.

8. Investment Strategies For Charities

9. Holistic Business Strategies

As IFAs we specialise in creating strategic taxation, investment and pension portfolios for private clients, trusts, businesses and charities. Individuals within the firm also hold further specialisations in Taxation, Trusts, Investment Management, Pensions & Divorce and Long Term Care, ensuring that any client need can be dealt with by a specialist.

The focus of the work we do is to form long term relationships with our clients, during which we will work with you to help plan and organise your financial future.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

The Financial Services Authority does not regulate the activities of tax planning, estate planning or IHT planning.

OCM Wealth Management Limited is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 418826

OCM Wealth Management Limited
Registered Address:
38 Manor Rd, Mears Ashby, Northampton, NN6 0DU
Registered in England & Wales, No. 5039809